WINSLOW ASSET MANAGEMENT INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BZH | 482K | $9.28M |
 | TTEK | 433K | $13.03M |
 | VRRM | 370K | $5.29M |
 | PHM | 218K | $25.67M |
 | SLB | 169K | $8.66M |
 | KVUE | 167K | $2.87M |
 | MC | 165K | $9.40M |
 | CMCSA | 163K | $4.67M |
 | CHWY | 156K | $4.22M |
 | AAPL | 156K | $39.53M |
 | SCHW | 148K | $13.92M |
 | UBER | 148K | $10.63M |
 | CG | 145K | $7.02M |
 | WY | 133K | $3.26M |
 | TER | 133K | $39.40M |
 | CSCO | 129K | $9.97M |
 | THC | 115K | $21.70M |
 | ORCL | 109K | $15.97M |
 | TPR | 101K | $14.32M |
 | CNS | 101K | $6.30M |
Beazer Homes USA, Inc.
BZH
Shares Held
482K
Value
$9.28M
Tetra Tech, Inc.
TTEK
Shares Held
433K
Value
$13.03M
Verra Mobility Corporation
VRRM
Shares Held
370K
Value
$5.29M
PulteGroup, Inc.
PHM
Shares Held
218K
Value
$25.67M
Slb N.V.
SLB
Shares Held
169K
Value
$8.66M
Kenvue Inc.
KVUE
Shares Held
167K
Value
$2.87M
Moelis & Company
MC
Shares Held
165K
Value
$9.40M
Comcast Corporation
CMCSA
Shares Held
163K
Value
$4.67M
Chewy, Inc.
CHWY
Shares Held
156K
Value
$4.22M
Apple Inc.
AAPL
Shares Held
156K
Value
$39.53M
The Charles Schwab Corporation
SCHW
Shares Held
148K
Value
$13.92M
Uber Technologies, Inc.
UBER
Shares Held
148K
Value
$10.63M
The Carlyle Group Inc.
CG
Shares Held
145K
Value
$7.02M
Weyerhaeuser Company
WY
Shares Held
133K
Value
$3.26M
Teradyne, Inc.
TER
Shares Held
133K
Value
$39.40M
Cisco Systems, Inc.
CSCO
Shares Held
129K
Value
$9.97M
Tenet Healthcare Corporation
THC
Shares Held
115K
Value
$21.70M
Oracle Corporation
ORCL
Shares Held
109K
Value
$15.97M
Tapestry, Inc.
TPR
Shares Held
101K
Value
$14.32M
Cohen & Steers, Inc.
CNS
Shares Held
101K
Value
$6.30M